Premier Path Wealth Partners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 16, 2026, Premier Path Wealth Partners, Llc disclosed 375 stock positions valued at approximately $856.34M as of quarter-end September 30, 2026. The largest holdings include APPLE INC, NVIDIA CORPORATION, and MICROSOFT CORP.
- Report Period
- September 30, 2026
- No. of Stocks
- 375
- Portfolio Value
- $856.34M
Holdings by Sector
Premier Path Wealth Partners, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 6.20% | 159,472 | +2,524 | +1.61% | $53,107,414 |
| NVIDIA CORPORATION | NVDA | Technology | 4.44% | 166,606 | -295 | -0.18% | $38,049,488 |
| MICROSOFT CORP | MSFT | Technology | 3.43% | 57,238 | +439 | +0.77% | $29,357,301 |
| ISHARES TR | ACWX | Other | 2.82% | 318,885 | -143,892 | -31.09% | $24,114,084 |
| SELECT SECTOR SPDR TR | XLK | Other | 2.61% | 113,997 | -23,356 | -17.00% | $22,314,865 |
| ALPHABET INC | GOOGL | Communication Services | 2.15% | 53,448 | +655 | +1.24% | $18,390,555 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.12% | 73,008 | -870 | -1.18% | $18,189,894 |
| ISHARES TR | IDEV | Other | 1.91% | 182,530 | +41,369 | +29.31% | $16,332,809 |
| ISHARES TR | USIG | Other | 1.57% | 275,792 | +78,998 | +40.14% | $13,433,828 |
| BROADCOM INC | AVGO | Technology | 1.55% | 37,741 | -97 | -0.26% | $13,254,396 |
| ALPHABET INC | GOOG | Communication Services | 1.45% | 36,397 | -798 | -2.15% | $12,401,761 |
| META PLATFORMS INC | META | Communication Services | 1.38% | 16,309 | -35 | -0.21% | $11,826,825 |
| ISHARES TR | SHY | Other | 1.36% | 143,819 | +34,951 | +32.10% | $11,678,073 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 1.36% | 281,078 | +76,219 | +37.21% | $11,645,067 |
| WISDOMTREE TR | IQDG | Other | 1.23% | 248,311 | +78,140 | +45.92% | $10,568,119 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.17% | 30,236 | +993 | +3.40% | $10,003,136 |
| ISHARES TR | IEF | Other | 1.12% | 107,428 | -15,962 | -12.94% | $9,594,352 |
| ISHARES TR | IEI | Other | 1.11% | 84,170 | -2,739 | -3.15% | $9,548,201 |
| ELI LILLY & CO | LLY | Healthcare | 1.01% | 7,491 | +216 | +2.97% | $8,667,970 |
| ISHARES TR | DGRO | Other | 0.89% | 100,930 | -33,587 | -24.97% | $7,609,110 |
| DOUBLELINE ETF TRUST | DBND | Other | 0.88% | 172,666 | +49,717 | +40.44% | $7,507,513 |
| VANGUARD SCOTTSDALE FDS | VMBS | Other | 0.87% | 168,642 | +48,810 | +40.73% | $7,489,384 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.85% | 6,859 | +266 | +4.03% | $7,305,073 |
| ISHARES TR | TLH | Other | 0.85% | 79,078 | +22,957 | +40.91% | $7,288,604 |
| ISHARES TR | QUAL | Other | 0.81% | 31,047 | -11,262 | -26.62% | $6,899,803 |
| TESLA INC | TSLA | Consumer Cyclical | 0.77% | 18,652 | -1,044 | -5.30% | $6,617,850 |
| SELECT SECTOR SPDR TR | XLF | Other | 0.77% | 123,247 | -58,043 | -32.02% | $6,581,396 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.77% | 24,762 | +1,551 | +6.68% | $6,555,458 |
| AMERICAN CENTY ETF TR | AVUV | Other | 0.73% | 53,166 | +15,125 | +39.76% | $6,261,390 |
| VISA INC | V | Financial Services | 0.72% | 17,142 | +848 | +5.20% | $6,159,714 |
Showing 30 of 375 holdings in the latest reporting period.